Filed October 8, 2018 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP1+ years Service code 12 · EIN 93-1253576 | Claims processing; Custodial (other t... | $10,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,358 | $48,277-14.3% | $63,244-34.6% | $55,191-25.1% |
| Participation rate | 35.3% | 69.4%-34.1pp | 71.0%-35.8pp | 69.2%-33.9pp |
| Annual return | 2.22% | 2.37%-0.2pp | -70.31%+72.5pp | 10.78%-8.6pp |
| Employer contribution / active EE | $0 | $1,592-100.0% | $2,322-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,063 | $2,432-56.3% | $2,953-64.0% | $3,046-65.1% |
| Admin fee / account holder | $20 | $86-77.0% | $5,893-99.7% | $91-78.3% |